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Podcast Episode 252: Should You Keep a Mortgage for Tax Benefits?

Today’s Wisdom: Depending on who you talk to, you might get conflicting advice on whether you should pay off a … Read More

Podcast Episode 250: Rolling an Old 401(k) into a New Company 401(k)

Today’s Wisdom: Starting a new job is an exciting life change that can bring about a lot of fresh opportunities, … Read More

Podcast Episode 248: Cleaning Out the Financial Junk Drawer

Today’s Wisdom: Everyone has that one drawer in their house that seems to collect all of the things you think … Read More

Podcast Episode 247: Inheritances Come With Different Tax Amounts

Today’s Wisdom: Receiving an inheritance can be a life-changing opportunity for many people, and you want to get as much … Read More

Podcast Episode 193: Things That Don’t Make Financial Sense

Today’s Wisdom: Sometimes we make decisions that just don’t add up. It happens all the time in the financial world … Read More

Podcast Episode 188: The Money Map

Today’s Wisdom: Whether you’ve listened to Joel on television or on this podcast, you’ve probably heard him mention The Money … Read More

Podcast Episode 178: Are These Unreasonable Financial Requests?

Today’s Wisdom: Who doesn’t want to get the most out of their relationship with a financial advisor, but when does … Read More

Podcast Episode 177: What Does Your Retirement Dream Look Like?

Today’s Wisdom: Are you someone who has specific goals for retirement or have you not given it a lot of … Read More

Podcast Episode 174: Are You Playing Financial Chess, Roulette, or Poker?

Today’s Wisdom: Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s … Read More

Podcast Episode 173: New Stats on How Americans Save for Retirement

Today’s Wisdom: Vanguard recently released its latest report on how Americans are saving and there are some eye-opening statistics about … Read More

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